AI Assist

AI that works where the work happens

AI Assist reads your own records and turns them into something you can act on: a morning brief, a summary before every call, cleaner notes, answers to plain-English questions and reports on request. It is part of Pro Suite.

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Included with Pro SuiteNot used to train the modelSwitch it off any time
Suprata job record with an AI-Assist Summary panel summarizing the customer's request and schedule

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability. Buy Suprata Suite tonight and be set up in minutes. Then shape it as far as your business logic, intelligence and workflows need.

What AI Assist does

Six ways it saves your team time every day

Each one is documented in the help center, including what it is good at and when to check the source record.

Your daily brief

Every morning, each person gets a short list of what needs them today, worst first, with a link to every record. Owners also get a line on yesterday.

Your Daily Brief

Account and job summaries

A paragraph at the top of every account and job: what kind of customer this is, what has happened lately and how things feel.

AI Account and Job Summaries

Cleaner notes

Every saved note gets an AI-cleaned version beside the original. Shorthand is expanded and typos fixed. The original is always kept.

AI Assist on Notes

The daily brief

The first ten minutes of the day, done for you

The brief is written from your customer email, your job notes from the last two days and your dashboard. A note like “call him Thursday if no answer” becomes a reminder on Thursday.

  • Written each morning, and again when a customer emails you during the day. A customer writing “we’re ready to go ahead” moves to the top.
  • Related signals become one item. A quote email, your note about it and an estimate waiting five days become “ready to approve the quote”.
  • Press Done and the item is gone for the day. Have it emailed each morning if you start the day on your phone.

Help articles:Your Daily Brief

1
Summary of the dayOne line naming the few things that matter most.
2
Needs youItems to act on. Red means money is at risk or someone is waiting. Amber means today.
3
Your dayToday’s visits, in order.
4
Good to knowContext that needs no action, folded away until you open it.

AI search and summaries

Context on any customer in fifteen seconds

Open an account and the summary tells you what kind of customer this is and how things have been going. Ask the search box anything else, like “have there been any complications with that job?”

  • Great at recall and patterns: “What did we do for the Smiths last summer?” “Any accounts that look like they’re slipping?”
  • Click through to act. Answers point at the records, and the records are where the work happens.
  • Honest about numbers. For figures you will bill or file, the help center tells you to confirm in the reports, which are your records.

Help articles:AI Search — Asking Questions About Your BusinessAI Account and Job Summaries

Suprata customer account with an Interactive Search panel answering a question about the customer's job

Calls

Every recorded call, written down for you

When call recording is turned on, the customer hears a recorded-line notice, and the recording lands on the account with an AI transcript. Managers can follow a live call with Peek.

  • Voicemail with a transcript lands in the shared inbox beside the customer’s jobs and balance.
  • Calls from your own phone, without handing out your staff’s personal numbers.
  • Phone and texting are part of GrowthSuite and Pro Suite.

Help articles:Making Calls From Suprata (And Why You Press 1)Communication: customer calls, texts and email in one placeMissed-Call Text-Back and the Inbox

Suprata incoming call details with a recording, an AI-Assist call transcription and a dialer

Built to be trusted

Helpful, honest and under your control

AI is excellent at reading, summarizing and spotting patterns. Suprata is designed around that, and around keeping your data yours.

Permissions still apply

The brief follows each person’s permissions. A technician’s brief never mentions revenue.

Your Daily Brief

No made-up records

If the brief mentions a job or invoice it was not given, that item is dropped before anyone sees it.

Your Daily Brief

Originals always kept

Cleaned notes sit beside the original wording, which stays the record for anything you quote.

AI Assist on Notes

Your switch

One company setting turns AI summaries and assistants on or off for everyone.

Your Daily Brief

More AI in the price list. AI can draw matching pictures for your price list, with the cost shown before anything is drawn, and draft your category tree and sort your items. AI Assist is included with Pro Suite. Briefs, questions and reports each use AI credits from your plan.

From the help center

Read exactly how it works

Every capability on this page is documented in the Suprata help center. Start with these articles.

AI Features Your Daily Brief Every morning Suprata writes each person a short brief of what needs them today, from their customer email, their job notes and their dashboard. How... Read the article AI Features AI Account and Job Summaries Suprata generates an AI summary at the top of account and job pages so you can pick up context in seconds instead of minutes. How to get the most out... Read the article AI Features AI Assist on Notes Every note your team saves gets an AI-cleaned version stored alongside the original. Faster to read, easier to skim, and the original is always there... Read the article AI Features AI Search — Asking Questions About Your Business Ask plain-English questions about your accounts, jobs, and invoices and get an answer back in seconds. The kinds of questions it handles best, and... Read the article Reports & Dashboards Custom Reports — Build Any Report, or Just Ask for One Custom Reports lets you build a report from almost anything in Suprata: jobs, invoices, payments, agreements, reservations, workflows and more... Read the article Pricelist & Inventory Drawing Pictures for Your Price List with AI Give every category tile and price list item a picture in one consistent look, without a photo shoot. You see the cost before anything is drawn... Read the article

More of the platform

Keep exploring the platform

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Workflow Work queues, approvals, automations, forms, rules and reminders.
The power of custom software Your rules, workflows and reports, built on a platform that already works.

Ready when you are

Give every person on your team a sharp assistant.

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability. Start with Suprata Suite on your own tonight, or let our team shape it around the way you work.

Start tonight Book a demo
Or call 888-494-4335 hello@suprata.com